DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Ramsey & Associates Inc
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Steven Allen Holdsworth | Ramsey & Associates Inc independent RIA | First Pacific Financial, Inc. independent RIA | RIA to RIA | Jul 13, 2022 | Feb 23, 2022 |
| Tobin F Walters | Ramsey & Associates Inc independent RIA | Altfest Personal Wealth Management independent RIA | RIA to RIA | Jul 13, 2022 | Jan 2, 2024 (538 d) |
| Amy Joan Goan | Ramsey & Associates Inc other | Prism Financial Planning, LLC state registered | Other | Jul 16, 2013 | Nov 19, 2014 (491 d) |
| Timothy Joseph Melia | Ramsey & Associates Inc other | Lnw other | Other | Jun 5, 2008 | Aug 19, 2008 (75 d) |
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4 moves match.